PIMCO Enhanced Low Duration Active ETF (LDUR)

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The chart shows the growth of an initial investment of $10,000 in PIMCO Enhanced Low Duration Active ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

PIMCO Enhanced Low Duration Active ETF (LDUR) has returned 0.52% so far this year and 4.39% over the past 12 months. Over the last ten years, LDUR has returned 2.52% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 23, 2014, LDUR's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, your investment would double in approximately 28.9 years.

Historically, 72% of months were positive and 28% were negative. The best month was Jun 2020 with a return of +1.4%, while the worst month was Mar 2020 at -2.2%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 7 months.

On a daily basis, LDUR closed higher 51% of trading days. The best single day was Mar 27, 2020 with a return of +3.6%, while the worst single day was Mar 26, 2020 at -2.2%.

PIMCO Enhanced Low Duration Active ETF has an annualized alpha of 2.41%, beta of 0.01, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 24, 2014.

• This ETF captured 7.95% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -0.00%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.01 may look defensive, but with R² of 0.00 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.00 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

LDUR has an expense ratio of 0.54%, placing it in the medium range.

LDUR ranks 95 for risk / return — in the top 95% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for PIMCO Enhanced Low Duration Active ETF (LDUR) and compare them to a chosen benchmark (S&P 500 Index).

PIMCO Enhanced Low Duration Active ETF provided a 4.47% dividend yield over the last twelve months, with an annual payout of $4.28 per share.

The table displays the monthly dividend distributions for PIMCO Enhanced Low Duration Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the PIMCO Enhanced Low Duration Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PIMCO Enhanced Low Duration Active ETF was 8.68%, occurring on Mar 26, 2020. Recovery took 63 trading sessions.

The current PIMCO Enhanced Low Duration Active ETF drawdown is 0.36%.

The chart below shows the rolling one-month volatility.